Overview:
The Personal Budget Dashboard provides
a comprehensive view of an individual’s financial health. It allows
users to track income, expenses, and key performance indicators. Here
are the essential components:
Dashboard
Purpose:
-> The dashboard aims to help users manage
their finances effectively.
-> It provides insights into spending
patterns, budget adherence, and financial goals.
Audience:
-> The intended audience includes
individuals, families, or small business owners.
-> Users seeking
clarity on their financial situation will benefit from this
dashboard.
Key Features:
Income vs
Expense
-> Pie Chart: Visualizes the balance between
income (green) and expenses (blue).
-> Category Breakdown: Shows
expense categories (e.g., transportation, food, household) in a separate
pie chart.
Month-wise Expenses
-> Bar
Graph: Displays monthly expenses from January to September.
->
Users can track trends, identify peak spending months, and make informed
decisions.
| Data Utilized for this Dashboard | |||||||
| Date | Month | Year | Mode | Category | Sub category | Income/Expense | Debit/Credit |
|---|---|---|---|---|---|---|---|
| 1 | January | 2021 | CUB - online payment | Allowance | From dad | Income | 8000.00 |
| 1 | January | 2021 | CUB - online payment | Food | Snacks | Expense | 85.00 |
| 3 | January | 2021 | CUB - online payment | Other | From dad | Income | 500.00 |
| 3 | January | 2021 | CUB - online payment | Household | Stuffs | Expense | 6667.00 |
| 3 | January | 2021 | CUB - online payment | Transportation | Metro | Expense | 30.00 |
| 3 | January | 2021 | CUB - online payment | Food | Dinner | Expense | 78.00 |
| 12 | January | 2021 | CUB - online payment | Food | Lunch with company | Expense | 1460.00 |
| 13 | January | 2021 | CUB - online payment | Transportation | Rapido to pg | Expense | 43.00 |
| 13 | January | 2021 | CUB - online payment | Food | Dinner | Expense | 66.00 |
| 14 | January | 2021 | CUB - online payment | Other | Gundan + prasanna | Income | 340.00 |
| 15 | January | 2021 | CUB - online payment | Other | From dad | Income | 1500.00 |
| 15 | January | 2021 | CUB - online payment | Food | Snacks | Expense | 70.00 |
| 17 | January | 2021 | CUB - online payment | Food | Eve snack | Expense | 1100.00 |
| 18 | January | 2021 | CUB - online payment | Food | Lunch with company | Expense | 148.00 |
| 18 | January | 2021 | CUB - online payment | Food | Snack | Expense | 59.00 |
| 18 | January | 2021 | CUB - online payment | Food | Dinner | Expense | 301.15 |
| 19 | January | 2021 | CUB - online payment | Food | Lunch + chocolate | Expense | 171.00 |
| 21 | January | 2021 | CUB - online payment | Other | other | Income | 200.00 |
| 21 | January | 2021 | CUB - online payment | Food | Snacks | Expense | 37.00 |
| 21 | January | 2021 | CUB - online payment | Food | Lunch with company | Expense | 188.00 |
| 23 | January | 2021 | CUB - online payment | Other | From dad | Income | 2000.00 |
| 23 | January | 2021 | CUB - online payment | Food | Snacks | Expense | 176.00 |
| 23 | January | 2021 | CUB - online payment | Apparel | Badminton | Expense | 200.00 |
| 23 | January | 2021 | CUB - online payment | Other | other | Income | 310.00 |
| 25 | January | 2021 | CUB - online payment | Food | Lemon tea | Expense | 18.00 |
| 26 | January | 2021 | CUB - online payment | Food | Paani poori | Expense | 25.00 |
| 26 | January | 2021 | CUB - online payment | Other | other | Income | 125.00 |
| 26 | January | 2021 | CUB - online payment | Food | Snacks | Expense | 115.00 |
| 27 | January | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 27 | January | 2021 | CUB - online payment | Food | Zinger box meal | Expense | 279.00 |
| 27 | January | 2021 | CUB - online payment | Other | other | Expense | 1100.00 |
| 28 | January | 2021 | CUB - online payment | Food | Lunch with company | Expense | 138.00 |
| 28 | January | 2021 | CUB - online payment | Food | Banana | Expense | 10.00 |
| 29 | January | 2021 | CUB - online payment | Other | Sent to barath | Expense | 100.00 |
| 30 | January | 2021 | CUB - online payment | Food | Brunch | Expense | 105.00 |
| 30 | January | 2021 | CUB - online payment | Food | Cycle gap | Expense | 120.00 |
| 30 | January | 2021 | CUB - online payment | Food | Dinner | Expense | 155.00 |
| 31 | January | 2021 | CUB - online payment | Other | other | Expense | 200.00 |
| 1 | February | 2021 | CUB - online payment | Transportation | Train to vnr | Expense | 725.00 |
| 1 | February | 2021 | CUB - online payment | Food | Dinner with barath | Expense | 200.00 |
| 1 | February | 2021 | CUB - online payment | Other | Tablet to gowdham | Expense | 8.00 |
| 2 | February | 2021 | CUB - online payment | Food | Parotta | Expense | 120.00 |
| 3 | February | 2021 | CUB - online payment | Food | Brownie | Expense | 50.00 |
| 13 | February | 2021 | CUB - online payment | Apparel | Games | Expense | 100.00 |
| 16 | February | 2021 | CUB - online payment | Food | Kfc | Expense | 475.00 |
| 16 | February | 2021 | CUB - online payment | Food | Side dishes | Expense | 165.00 |
| 17 | February | 2021 | CUB - online payment | Food | Lunch | Expense | 80.00 |
| 18 | February | 2021 | CUB - online payment | Food | Kfc dinner | Expense | 348.00 |
| 19 | February | 2021 | CUB - online payment | Transportation | To egmore | Expense | 2709.00 |
| 19 | February | 2021 | CUB - online payment | Other | To auto anna | Expense | 50.00 |
| 19 | February | 2021 | CUB - online payment | Transportation | Metro | Expense | 60.00 |
| 19 | February | 2021 | CUB - online payment | Transportation | Bus ticket | Expense | 1575.00 |
| 19 | February | 2021 | CUB - online payment | Food | Snacks | Expense | 250.00 |
| 19 | February | 2021 | CUB - online payment | Food | Random stuff for drinks | Expense | 111.00 |
| 20 | February | 2021 | CUB - online payment | Food | Lunch | Expense | 200.00 |
| 21 | February | 2021 | CUB - online payment | Transportation | Train cbe to chn | Expense | 201.80 |
| 21 | February | 2021 | CUB - online payment | Household | Stuffs | Expense | 3336.00 |
| 21 | February | 2021 | CUB - online payment | Transportation | It better be worth it | Expense | 1300.00 |
| 23 | February | 2021 | CUB - online payment | Food | Eggs | Expense | 83.00 |
| 23 | February | 2021 | CUB - online payment | Apparel | Hoodie for gobi | Expense | 3999.00 |
| 24 | February | 2021 | CUB - online payment | Food | Creamstone | Expense | 289.00 |
| 26 | February | 2021 | CUB - online payment | Food | Tea lights | Expense | 84.00 |
| 26 | February | 2021 | CUB - online payment | Other | To karthi | Expense | 100.00 |
| 27 | February | 2021 | CUB - online payment | Food | Lunch | Expense | 243.00 |
| 28 | February | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 28 | February | 2021 | CUB - online payment | Food | Pizza | Expense | 339.15 |
| 1 | March | 2021 | CUB - online payment | Other | From abi | Income | 300.00 |
| 1 | March | 2021 | CUB - online payment | Food | Lunch unlimited nv | Expense | 300.00 |
| 1 | March | 2021 | CUB - online payment | Other | other | Income | 1140.00 |
| 1 | March | 2021 | CUB - online payment | Other | other | Income | 201.00 |
| 1 | March | 2021 | CUB - online payment | Food | Dairy milk | Expense | 10.00 |
| 2 | March | 2021 | CUB - online payment | Other | other | Expense | 150.00 |
| 2 | March | 2021 | CUB - online payment | Food | Good soup | Expense | 50.00 |
| 15 | March | 2021 | CUB - online payment | Transportation | Bus to Bangalore | Expense | 1365.00 |
| 21 | March | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 22 | March | 2021 | CUB - online payment | Household | Stuffs | Expense | 5120.00 |
| 23 | March | 2021 | CUB - online payment | Apparel | Earphone | Expense | 3997.00 |
| 31 | March | 2021 | CUB - online payment | Transportation | To ksr station | Expense | 153.00 |
| 1 | April | 2021 | CUB - online payment | Food | other | Expense | 107.00 |
| 1 | April | 2021 | CUB - online payment | Other | other | Expense | 80.00 |
| 1 | April | 2021 | CUB - online payment | Food | Lunch with company | Expense | 106.00 |
| 1 | April | 2021 | CUB - online payment | Education | Arrear and reval fee | Expense | 14000.00 |
| 3 | April | 2021 | CUB - online payment | Other | To lended people | Expense | 300.00 |
| 19 | April | 2021 | CUB - online payment | Transportation | Took from sbi | Expense | 200.00 |
| 19 | April | 2021 | CUB - online payment | Food | other | Expense | 380.00 |
| 21 | April | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 22 | April | 2021 | CUB - online payment | Household | Stuffs | Expense | 5180.00 |
| 22 | April | 2021 | CUB - online payment | Food | Shawarma | Expense | 80.00 |
| 25 | April | 2021 | CUB - online payment | Transportation | Cab | Expense | 306.00 |
| 1 | May | 2021 | CUB - online payment | Food | Lunch with company | Expense | 388.00 |
| 1 | May | 2021 | CUB - online payment | Transportation | Refund for bus ticket | Expense | 600.00 |
| 1 | May | 2021 | CUB - online payment | Other | To abijith and to vicky lend money returned | Expense | 500.00 |
| 1 | May | 2021 | CUB - online payment | Other | To gobi 1st 1/4th | Expense | 500.00 |
| 1 | May | 2021 | CUB - online payment | Other | Lended money returned to kumara | Expense | 30.00 |
| 1 | May | 2021 | CUB - online payment | Food | Jan 2nd with shakur and barath | Expense | 354.00 |
| 1 | May | 2021 | CUB - online payment | Other | Lended money returned to vishnu | Expense | 40.00 |
| 18 | May | 2021 | CUB - online payment | Apparel | Spiderman | Expense | 1363.72 |
| 21 | May | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 22 | May | 2021 | CUB - online payment | Household | Stuffs | Expense | 5120.00 |
| 31 | May | 2021 | CUB - online payment | Transportation | Vnr to apk | Expense | 50.00 |
| 1 | June | 2021 | CUB - online payment | Transportation | Rapido to pg | Expense | 429.00 |
| 1 | June | 2021 | CUB - online payment | Food | Bingo | Expense | 10.00 |
| 1 | June | 2021 | CUB - online payment | Food | Dinner with roommate | Expense | 877.81 |
| 1 | June | 2021 | CUB - online payment | Food | Ketch up | Expense | 200.00 |
| 1 | June | 2021 | CUB - online payment | Other | From barath and shakur | Income | 440.00 |
| 2 | June | 2021 | CUB - online payment | Other | To gobi | Expense | 4500.00 |
| 2 | June | 2021 | CUB - online payment | Transportation | To chennai | Expense | 1000.00 |
| 2 | June | 2021 | CUB - online payment | Food | other | Expense | 150.00 |
| 2 | June | 2021 | CUB - online payment | Food | Cakepark | Expense | 125.00 |
| 2 | June | 2021 | CUB - online payment | Food | Dinner | Expense | 491.00 |
| 14 | June | 2021 | CUB - online payment | Food | Snacks | Expense | 749.00 |
| 22 | June | 2021 | CUB - online payment | Household | Stuffs | Expense | 4120.00 |
| 22 | June | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 1 | July | 2021 | CUB - online payment | Food | Coffee + biscuit | Expense | 1599.00 |
| 2 | July | 2021 | CUB - online payment | Transportation | Auto to Gobi's place | Expense | 214.00 |
| 18 | July | 2021 | CUB - online payment | Other | other | Expense | 200.00 |
| 22 | July | 2021 | CUB - online payment | Household | Stuffs | Expense | 4620.00 |
| 23 | July | 2021 | CUB - online payment | Food | Lunch | Expense | 302.00 |
| 24 | July | 2021 | CUB - online payment | Apparel | Beer | Expense | 1500.00 |
| 25 | July | 2021 | CUB - online payment | Food | Kfc date with myself | Expense | 259.00 |
| 26 | July | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 27 | July | 2021 | CUB - online payment | Other | other | Income | 300.00 |
| 1 | August | 2021 | CUB - online payment | Household | Rent | Expense | 4580.00 |
| 1 | August | 2021 | CUB - online payment | Food | Lunch with gowdham | Expense | 535.30 |
| 1 | August | 2021 | CUB - online payment | Other | other | Income | 260.00 |
| 2 | August | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 2 | August | 2021 | CUB - online payment | Other | From dad | Income | 500.00 |
| 17 | August | 2021 | CUB - online payment | Other | Gave to gowdham | Expense | 50.00 |
| 21 | August | 2021 | CUB - online payment | Transportation | Travel to koyambedu | Expense | 138.00 |
| 24 | August | 2021 | CUB - online payment | Food | Tamen | Expense | 324.70 |
| 26 | August | 2021 | CUB - online payment | Food | Snacks | Expense | 40.00 |
| 27 | August | 2021 | CUB - online payment | Transportation | Rapido to pg | Expense | 43.00 |
| 30 | August | 2021 | CUB - online payment | Other | other | Income | 2250.00 |
| 2 | September | 2021 | CUB - online payment | Household | Bean bag | Expense | 2099.00 |
| 3 | September | 2021 | CUB - online payment | Other | other | Income | 100.00 |
| 14 | September | 2021 | CUB - online payment | Other | other | Income | 170.00 |
| 23 | September | 2021 | CUB - online payment | Food | other | Expense | 300.00 |
| 23 | September | 2021 | CUB - online payment | Food | Dinner | Expense | 465.00 |
| 23 | September | 2021 | CUB - online payment | Food | Pepsi | Expense | 40.00 |
| 24 | September | 2021 | CUB - online payment | Food | Lunch with company | Expense | 133.00 |
| 24 | September | 2021 | CUB - online payment | Salary | office | Income | 55000.00 |
| 25 | September | 2021 | CUB - online payment | Transportation | Train to vnr | Expense | 3325.00 |
| 27 | September | 2021 | CUB - online payment | Other | other | Expense | 300.00 |
| 1 | October | 2021 | CUB - online payment | Food | Friday snacks with preethi gang | Expense | 106.00 |
| 1 | October | 2021 | CUB - online payment | Salary | office | Income | 55140.00 |
| 1 | October | 2021 | CUB - online payment | Other | other | Income | 201.00 |
| 2 | October | 2021 | CUB - online payment | Household | Bean bag | Expense | 2099.00 |
| 2 | October | 2021 | CUB - online payment | Food | Kfc dinner | Expense | 641.00 |
| 14 | October | 2021 | CUB - online payment | Food | Panipoori | Expense | 80.00 |
| 16 | October | 2021 | CUB - online payment | Food | Milk | Expense | 110.00 |
| 18 | October | 2021 | CUB - online payment | Other | other | Expense | 10000.00 |
| 27 | October | 2021 | CUB - online payment | Other | other | Income | 40.00 |
| 30 | October | 2021 | CUB - online payment | Other | other | Income | 20.00 |
| 30 | October | 2021 | CUB - online payment | Transportation | Rapido + toll | Expense | 286.00 |
| 30 | October | 2021 | CUB - online payment | Transportation | Bommasandra to pg | Expense | 199.00 |
| 1 | November | 2021 | CUB - online payment | Food | Lunch with not preethi | Expense | 135.50 |
| 2 | November | 2021 | CUB - online payment | Household | Bean bag | Expense | 4099.00 |
| 2 | November | 2021 | CUB - online payment | Food | Dinner | Expense | 373.00 |
| 13 | November | 2021 | CUB - online payment | Other | From dad | Income | 1000.00 |
| 14 | November | 2021 | CUB - online payment | Food | Lunch pongal | Expense | 1530.00 |
| 14 | November | 2021 | CUB - online payment | Other | other | Income | 340.00 |
| 14 | November | 2021 | CUB - online payment | Salary | office | Income | 55240.00 |
| 14 | November | 2021 | CUB - online payment | Other | Siva + 100 cash | Income | 70.00 |
| 18 | November | 2021 | CUB - online payment | Other | From dad | Income | 1000.00 |
| 27 | November | 2021 | CUB - online payment | Transportation | Rapido | Expense | 35.00 |
| 27 | November | 2021 | CUB - online payment | Food | Dinner | Expense | 130.00 |
| 27 | November | 2021 | CUB - online payment | Food | Dinner | Expense | 120.00 |
| 28 | November | 2021 | CUB - online payment | Food | Zomato | Expense | 269.40 |
| 28 | November | 2021 | CUB - online payment | Food | Snack | Expense | 94.00 |
| 29 | November | 2021 | CUB - online payment | Food | Breakfast | Expense | 40.00 |
| 29 | November | 2021 | CUB - online payment | Food | Panipoori | Expense | 40.00 |
| 29 | November | 2021 | CUB - online payment | Food | Lunch with company | Expense | 40.00 |
| 29 | November | 2021 | CUB - online payment | Food | Dinner | Expense | 50.00 |
| 29 | November | 2021 | CUB - online payment | Transportation | Rapido to pg | Expense | 44.00 |
| 30 | November | 2021 | CUB - online payment | Food | Breakfast | Expense | 70.00 |
| 30 | November | 2021 | CUB - online payment | Food | Lunch with company | Expense | 128.00 |
| 30 | November | 2021 | CUB - online payment | Apparel | Bharath birthday | Expense | 115.00 |
| 1 | December | 2021 | CUB - online payment | Food | Pizza | Expense | 301.75 |
| 1 | December | 2021 | CUB - online payment | Other | other | Income | 200.00 |
| 1 | December | 2021 | CUB - online payment | Other | Recharge | Expense | 479.00 |
| 2 | December | 2021 | CUB - online payment | Other | From dad | Income | 10000.00 |
| 2 | December | 2021 | CUB - online payment | Food | Lunch | Expense | 80.00 |
| 2 | December | 2021 | CUB - online payment | Household | Mirror | Expense | 7770.00 |
| 12 | December | 2021 | CUB - online payment | Food | Milk | Expense | 25.00 |
| 14 | December | 2021 | CUB - online payment | Food | Milk | Expense | 65.00 |
| 14 | December | 2021 | CUB - online payment | Food | Snacks | Expense | 75.00 |
| 14 | December | 2021 | CUB - online payment | Food | Lunch | Expense | 400.00 |
| 16 | December | 2021 | CUB - online payment | Food | Lunch | Expense | 30.00 |
| 16 | December | 2021 | CUB - online payment | Food | Panipoori | Expense | 20.00 |
| 16 | December | 2021 | CUB - online payment | Food | Egg | Expense | 300.00 |
| 17 | December | 2021 | CUB - online payment | Food | Lunch with company | Expense | 110.00 |
| 17 | December | 2021 | CUB - online payment | Food | Milk | Expense | 700.00 |
| 18 | December | 2021 | CUB - online payment | Food | Lunch | Expense | 160.00 |
| 18 | December | 2021 | CUB - online payment | Other | Lended money | Income | 400.00 |
| 18 | December | 2021 | CUB - online payment | Food | other | Expense | 113.00 |
| 18 | December | 2021 | CUB - online payment | Allowance | From dad | Income | 5000.00 |
| 18 | December | 2021 | CUB - online payment | Other | other | Expense | 200.00 |
| 19 | December | 2021 | CUB - online payment | Other | other | Expense | 10000.00 |
| 20 | December | 2021 | CUB - online payment | Food | Milk | Expense | 40.00 |
| 20 | December | 2021 | CUB - online payment | Food | Lunch | Expense | 85.00 |
| 20 | December | 2021 | CUB - online payment | Food | Water | Expense | 20.00 |
| 20 | December | 2021 | CUB - online payment | Food | Snacks | Expense | 20.00 |
| 20 | December | 2021 | CUB - online payment | Transportation | Taxi | Expense | 800.00 |
| 20 | December | 2021 | CUB - online payment | Food | Milk | Expense | 80.00 |
| 21 | December | 2021 | CUB - online payment | Food | Bun | Expense | 18.00 |
| 21 | December | 2021 | CUB - online payment | Food | Puffs | Expense | 25.00 |
| 21 | December | 2021 | CUB - online payment | Food | Dinner | Expense | 239.00 |
| 23 | December | 2021 | CUB - online payment | Food | Puffs and coffee | Expense | 32.00 |
| 23 | December | 2021 | CUB - online payment | Food | Lemon tea with company | Expense | 15.00 |
| 24 | December | 2021 | CUB - online payment | Food | Lunch with company | Expense | 262.00 |
| 25 | December | 2021 | CUB - online payment | Food | Milk | Expense | 40.00 |
| 25 | December | 2021 | CUB - online payment | Food | Water | Expense | 30.00 |
| 25 | December | 2021 | CUB - online payment | Food | Corn | Expense | 300.00 |
| 25 | December | 2021 | CUB - online payment | Apparel | Books | Expense | 400.00 |
| 25 | December | 2021 | CUB - online payment | Food | Dinner | Expense | 504.00 |
| 27 | December | 2021 | CUB - online payment | Food | Coconut water with stu | Expense | 50.00 |
| 27 | December | 2021 | CUB - online payment | Other | other | Income | 80.00 |
| 27 | December | 2021 | CUB - online payment | Food | Lunch | Expense | 115.00 |
| 28 | December | 2021 | CUB - online payment | Food | Coffee and thattai | Expense | 14.00 |
| 30 | December | 2021 | CUB - online payment | Food | Water | Expense | 20.00 |
| 30 | December | 2021 | CUB - online payment | Other | other | Income | 250.00 |
| 30 | December | 2021 | CUB - online payment | Food | Horlicks + kolakattai | Expense | 25.00 |
| 30 | December | 2021 | CUB - online payment | Salary | office | Income | 55530.00 |
| 30 | December | 2021 | CUB - online payment | Transportation | Pg to office | Expense | 43.00 |
| 30 | December | 2021 | CUB - online payment | Food | other | Expense | 20.00 |